BUSINESS MANAGEMENT

We know that the role of a business manager is more than simply accounting, it is personal. At FMG, we take pride in our client relationships and have built a business on trust, loyalty, and communication to make our clients feel safe and protected.  

We streamline processes to ensure accuracy, consistency and provide our clients with transparent reports and full online access to all financial systems.

Our boutique firm has a large reach and we have a network of mortgage brokers, attorneys, banks, insurance agents, and financial institutions both at home and abroad to provide the absolute best service possible.

    • Bill paying, budgeting, and cash flow management

    • Review and analysis of all vendor bills

    • Recording of all deposits

    • Payroll administration, including domestic employees

    • Coordination of pension plans and union benefits

    • Financial statement preparation

    • Preparation of individual and business tax returns

    • Education, estate, and retirement planning

    • Financing

    • Insurance and risk

    • Asset allocation and investment oversight

TAXES

As your business and personal wealth grows, so does the complexity of tax reporting and tax planning.

We know how stressful taxes can be, we are here to help. FMG offers business and individual tax preparation and planning to reduce your individual and business taxes. We monitor federal, state, and local tax laws to deliver you the maximum tax savings.

We are your one-stop resource on the latest tax incentives — whether it’s Section 199 DPAD, the R&D Tax Credit, or Cares Act credits — and can help you strategically apply them to your situation.

Additionally, we have professionals who specialize in IRS representation and can assist with controversial matters — even if an IRS audit is already in progress.

We review every client's unique situation and prepare a tax plan for them.

    • Keeping up-to-date on tax law changes

    • Structuring transactions to minimize adverse tax implications

    • Meeting the intricate filing requirements and technical restrictions

    • Maximizing allowable tax credits

    • Leveraging opportunities from recent court decisions and interpretive rulings

    • Obtaining favorable results when dealing with the IRS

    • Recognizing retroactive opportunities to create refunds or benefit carryforwards

ACCOUNTING AND BOOKKEEPING

Keeping accurate, up-to-date financial records allows your company to make the right decisions at the right time. Allow our experienced bookkeeping and accounting professionals to free you up to do what you do best – run your business!

    • Monthly, quarterly, and annual financial reporting statements

    • Financial Assessment Reports

    • Review risk and insurance assessments and coverages

    • Financial Planning

    • 1099 and 1096 Preparation

    • Sales and Payroll Tax Return Preparation

    • Employee Retirement Benefit Plan and Compliance

    • Cloud-based software to manage all bookkeeping and accounting services

    • Management of cash, accounts payable, and receivables

    • Payroll Management and Reporting Services

    • Planning and budgeting for your future

    • Incorporating Entities and Partnership Structuring, Organization, and Management for entities

    • Management of household relations, ie - staff payroll

    • Sales Tax Filings

    • Personal Property Tax Filings

    • Taxes - Estimates, Sales, Filings, Personal Property, and more

    • Quickbooks training and setup